Best consumer fintech app
This is hands-down the best consumer fintech app for managing your investments.
A lot of apps start and end with providing a high-level view of your accounts. Mezzi consolidates and analyzes all the data WITHIN your accounts, providing better insights than anything else out there.
Its AI chat is awesome and fun and allows you to do pretty much any custom research, suggestions, and analysis you want.
A lot of apps start and end with providing a high-level view of your accounts. Mezzi consolidates and analyzes all the data WITHIN your accounts, providing better insights than anything else out there.
Its AI chat is awesome and fun and allows you to do pretty much any custom research, suggestions, and analysis you want.
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Good data
Mezzi has provided me with the fastest, most up to date data from all of our accounts. I really enjoy using this. It saved us a lot of money in fees by showing us that one of our “no fee” funds actually did have fees.
Wealth management using AI
I’ve been using Mezzi for the last many months. I love how it integrates all my accounts and their investments in one place and gives me details of even hidden exposures that I was not aware of. The developer is adding features at a very fast rate and the app is getting better with each update. I have used many of the app’s suggestions to improve my stock allocations. Customer Service is top notch as well.
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Response from developer
We're thrilled to hear Mezzi is helping you manage your allocations. We look forward to continuing to serve you and improving our service each week.
Highly recommended !
As a recently retired veteran Mezzi has become a key figure in my retirement planning. It’s like have hundreds of planners corroborate on each individual situation necessary for a successful retirement strategy. I use it each day. The strategic value and personal attention have been top notch. Highly recommended for anyone needing financial guidance.
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Response from developer
Wow, thank you so much for sharing your thoughts and we're happy to hear that it's been valuable for you! Please don't hesitate to reach out if there's anything we can do to improve your Mezzi experience.
Great App
I’ve been using Mezzi wealth for about 5 months so far. It’s been an amazing resource. As a self directed investor, I really appreciate the insights it provides. When I have had issues, the support team has been very quick and responsive. The app keeps getting better and better with updates and new features. Keep up the Great work Team Mezzi!!
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Response from developer
We're glad to hear that you are loving Mezzi and we expect to keep on improving each week for you! Don't hesitate to reach out any time if we can help.
Version 0.01
Rudimentary product, expensive, can’t properly classify assets or properly assess portfolio income. No free trial period, CFO Silvia much better. Don’t waste your time or $ on this
Not ready for public use
It said I had $5000 losses on Total Stock index. I was unable to find the lot with cost basis it recommended selling, so I asked it follow up questions. Eventually, it admitted that since all of the cost basis prices were the same, then brokerage uses average cost, so there was no tax loss to harvest.
It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
It suggested a Total Stock index as a tax loss harvesting pair for a Bond index.
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Ultimate visibility and AI
This App is for people who want to as much control, visibility and data into their net work. This team is amazing, support is engaging and they listen to their customers. I use mezzi to help my wife and visualize our network in one place. We can easily compare our performance against any index. We track, individual, 401k, crypto, IRA, saving accounts. It’s nice to understand what’s performing well and what isn’t.
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Doesn’t really do anything
All this app does is essentially copy and paste your portfolio into ChatGPT.
It also has a really bad account aggregator.
It costs $200 which is an absolute joke.
It also has a really bad account aggregator.
It costs $200 which is an absolute joke.
Promising Idea, Meh Realization
The core promise is to put automated insights and tailored AI to use by giving it access to your accounts. And while it technically does all that, the execution is wholly underwhelming. Account integration relies on their partners (e.g., Plaid) working well with your financial institution. The insights are entertaining but ultimately shallow, big on wordy responses but with little substance on actionable steps, oftentimes focusing on a few funds rather than the totality of the account. Rationales can be hit or miss, with some referring to old data - I've gotten advice that was assuming the year is still 2024, an absolute no-go. But ultimately the biggest letdown is with the AI models, which use old ChatGPT4 versions and either don't go deep enough or spend upwards of 5 minutes "reasoning". The interaction requires a lot of trial and error to shape the prompts, which becomes exhausting. I want financial advice with AI automation that is largely preemptive and guided. What I got was old ChatGPT with a few prepared prompts that can RAG in my statements. I can probably get more for $200/year by just subscribing to ChatGPT Pro and dumping CSV account statements into the context or, heck, writing a small MCP harness to make them accessible like an AI native tool. Overall promising but just not worth the price asked.
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Response from developer
Thank you. We really appreciate your detailed review and we apologize for falling short of your expectations. The value of Mezzi is in being able to synthesize your portfolio and other assets in real-time, while having insights that are personalized to you. We're curious, did you take advantage of Mezzi's personalization features? We're sorry our AI didn't deliver for you. We are actively working on improving the user experience and providing GPT 5 in the next couple of weeks. Given the nature of financial data, we put forth rigorous testing to ensure it delivers a superior experience. We'd love to find a way to make this up to you. Would you be open to a call with our team to see how we can resolve your concerns and demonstrate the value directly? Please reach out to us at help@mezzi.com if that is of interest so that we can schedule.
Don’t be fooled by the positive reviews.
The account information that was imported into the app had a significant error rate that the bot said was accurate. It is impractical to use a “beta” version that claims accuracy when it is wrong.
Poor support
I signed up for this app. Because of technical issues, I wanted to cancel my subscription. I reached out to support group as I couldn’t find the field to manage subscription. Support group kept on telling me “go to your profile & manage subscription “. Till now I see no help canceling my subscription.
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Response from developer
Hi there, We're really sorry to hear that you had this issue. We occasionally do miss messages, and recently as our business has grown our investments in customer support haven't kept up. We've made recent investments to streamline responses to customer questions. We'd love to help you cancel your subscription or provide an extended trial to give you more time with Mezzi. The best way to cancel is through the Apple App Store subscriptions page. If you signed up via our web application, please send us an email and we will cancel on your behalf.
Great Insights
A smart alternative to just opening your brokerage statement and going “huh?” Mezzi not only aggregates all your investment and bank accounts, it gives you insights on what you’re invested in and whether you could be doing better. Wonder if your direct investments overlap with the ETFs you own? Mezzi will tell you. Want to know if the overseas investment ETF is exposed to currency movements or is hedged? Ask Mezzi’s AI tool and, if you are don’t like the answer, ask if there’s another investment that might do a better job of hedging. I did, and there was. This is just the start of the journey Mezzi can help you take to a better investing future.
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Great app
Love the app and future plans for the company. AI driven instead of an app with an AI add on. Best customer service I’ve seen in years.
Great app for tracking investment and gain insights through generative AI
Mezzi is a great app for helping me keep all my investments and different accounts in one place for tracking and gain insights. The UI is smooth and beautiful. Great customer support along the way. The advanced features like X-rays to find hidden holdings, expense ratio comparisons for similar ETFs, tax loss harvesting strategies and more AI insights have been helping me gain more understanding of my portfolio too. Highly recommended.
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Great UI and customer support
Love the UI and insight provided by the app. Customer support is also 5 star!
Great app to aggregate all accounts
Mezzi is my go-to app to aggregate all of my accounts. The interface is slick and provides everything I need to know about my accounts.
I have the basic version, but plan on subscribing to get additional functions like dollar cost averaging suggestions.
I have the basic version, but plan on subscribing to get additional functions like dollar cost averaging suggestions.
Keep tabs on your investments
Easy to use, like the X-ray feature to see underlying investments, performance comparisons, weekly and monthly rewinds…
New user
I have found this app to be extremely useful. Having everything from brokerage accounts, 401ks, to 529s all under one platform makes evaluating your personal finances a breeze. User interface is clean and organized. Response time from management is very prompt. Couldn’t say enough good things about this app/platform!
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Response from developer
We're thrilled you're finding Mezzi to be valuable. We have a lot more coming!
Great App
My friend Ali introduced me to this app - kudos to him for finding it. I actually have spoke to the founder - he is very invested in the mission and really cares about customer experience. Support is also incredible when I had issues connecting to my brokerage account.
Haven’t explored any of the paid features but they look insightful. Let’s go build wealth together.
Haven’t explored any of the paid features but they look insightful. Let’s go build wealth together.
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